|
2001
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$177K
|
–
|
–
|
–
|
|
|
2002
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$174K
|
–
|
–
|
–
|
|
|
2003
|
Matthew Hamilton Rosenberg
|
$173K
|
+$23.3K
|
+106
|
+16%
|
|
|
2004
|
Strategic Wealth Partners
Independence,
Ohio
|
$167K
|
-$7.69K
|
-35
|
-5%
|
|
|
2005
|
|
$166K
|
-$1.07M
|
-4,873
|
-87%
|
|
|
2006
|
Richardson Financial Services
Medway,
Massachusetts
|
$166K
|
+$106K
|
+484
|
+202%
|
|
|
2007
|
Evelyn Partners Investment Management Services
London,
|
$164K
|
-$46.6K
|
-212
|
-23%
|
|
|
2008
|
American Capital Advisory
Ketchum,
Idaho
|
$164K
|
+$1.32K
|
+6
|
+0.8%
|
|
|
2009
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$164K
|
+$92.8K
|
+422
|
+144%
|
|
|
2010
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$164K
|
-$65.5K
|
-298
|
-29%
|
|
|
2011
|
Prosperity Bancshares
Houston,
Texas
|
$162K
|
+$156K
|
+709
|
New
|
|
|
2012
|
Parvin Asset Management
Sioux Falls,
South Dakota
|
$160K
|
–
|
–
|
–
|
|
|
2013
|
Rossby Financial
Melbourne,
Florida
|
$159K
|
-$633K
|
-2,879
|
-81%
|
|
|
2014
|
|
$158K
|
–
|
–
|
–
|
|
|
2015
|
Addison Advisors
Middlebury,
Vermont
|
$158K
|
–
|
–
|
–
|
|
|
2016
|
McIlrath & Eck
Arlington,
Washington
|
$156K
|
-$25.3K
|
-115
|
-14%
|
|
|
2017
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$154K
|
+$148K
|
+674
|
New
|
|
|
2018
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
$153K
|
–
|
–
|
–
|
|
|
2019
|
Sunbelt Securities
Houston,
Texas
|
$153K
|
+$3.52K
|
+16
|
+2%
|
|
|
2020
|
Whipplewood Advisors
Littleton,
Colorado
|
$148K
|
+$1.32K
|
+6
|
+0.9%
|
|
|
2021
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$147K
|
+$141K
|
+643
|
New
|
|
|
2022
|
Pacifica Partners
Surrey,
Canada
|
$145K
|
–
|
–
|
–
|
|
|
2023
|
Hoey Investments
Coatesville,
Pennsylvania
|
$144K
|
-$3.96K
|
-18
|
-3%
|
|
|
2024
|
Hollencrest Capital Management
Newport Beach,
California
|
$144K
|
–
|
–
|
–
|
|
|
2025
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$143K
|
+$9.23K
|
+42
|
+7%
|
|
